Creating a New Template

You can create a new assessment template which you can configure with questions, conditions, and rules to meet your organization's needs.

To create a new template

  1. On the PIA & DPIA Automation menu, select Assessment templates.

    The Templates screen appears.

  2. Click the Create custom template button.

    The Create template modal appears.

  3. Complete the fields.
    Create template modal showing fields for name, organization, description, and template icon.
    Field
    Description
    Name

    Enter the name of the new template.

    Organization
    Select the name of the organization.
    Note:

    If the Organization dropdown does not display, ask your OneTrust administrator to check the Template access controls setting within the Templates section of the Global Settings menu.

    If this setting is enabled, templates created at a specific organizational level will only be accessible to users with access to that organization level and any higher levels.

    Template language

    Choose the language the template will be created in.

    Description

    Enter a brief description of the template.

    Template icon

    Select an icon to associated with the template.

  4. Click the Create template button.
    The template is created in draft version, and the Builder tab of the Template details screen appears.
  5. On the Template builder, you can configure your assessment template with questions, conditions, and rules. For more information, see:
  6. You will need to publish your template before you can use it in an assessment. For more information, see Publishing a Draft.

To use an existing assessment template in another module, see Migrating Assessment Templates Between Environments and Modules.